N.E.W. Advisory Services’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$44K Buy
480
+240
+100% +$21K ﹤0.01% 391
2026
Q1
$20.5K Sell
240
-240
-50% -$21.4K ﹤0.01% 503
2025
Q4
$37.9K Hold
480
﹤0.01% 394
2025
Q3
$38.4K Hold
480
﹤0.01% 358
2025
Q2
$43.6K Hold
480
﹤0.01% 329
2025
Q1
$45K Buy
+480
New +$43K ﹤0.01% 374

Other funds holding CL

N.E.W. Advisory Services's CL Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Colgate-Palmolive (CL) stake by 100% in Q2 2026, buying an estimated $21K and bringing the position to 480 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

N.E.W. Advisory Services first reported a position in CL in Q1 2025 and has held it in 6 quarters since. The position peaked at $45K in Q1 2025. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • N.E.W. Advisory Services held 480 shares of Colgate-Palmolive worth $44K as of Q2 2026.
  • N.E.W. Advisory Services bought 240 Colgate-Palmolive shares in Q2 2026, an estimated $21K.
  • Colgate-Palmolive made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #391 holding.
  • N.E.W. Advisory Services first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Colgate-Palmolive position peaked at $45K in Q1 2025.
  • 2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.